BWM
Blossom Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
3,935
+23
| +0.6% | +$11.4K | 3.47% | 4 |
|
|
2025
Q1 | $1.47M | Sell |
3,912
-601
| -13% | -$226K | 2.95% | 6 |
|
|
2024
Q4 | $1.9M | Buy |
4,513
+146
| +3% | +$61.5K | 3.66% | 4 |
|
|
2024
Q3 | $1.88M | Hold |
4,367
| – | – | 3.79% | 4 |
|
|
2024
Q2 | $1.95M | Sell |
4,367
-112
| -3% | -$50.1K | 4.25% | 3 |
|
|
2024
Q1 | $1.88M | Buy |
4,479
+67
| +2% | +$28.2K | 4.54% | 3 |
|
|
2023
Q4 | $1.66M | Buy |
4,412
+274
| +7% | +$103K | 4.47% | 3 |
|
|
2023
Q3 | $1.31M | Buy |
4,138
+710
| +21% | +$224K | 4.18% | 5 |
|
|
2023
Q2 | $1.17M | Buy |
3,428
+39
| +1% | +$13.3K | 4.27% | 4 |
|
|
2023
Q1 | $977K | Buy |
3,389
+104
| +3% | +$30K | 3.97% | 5 |
|
|
2022
Q4 | $788K | Buy |
3,285
+29
| +0.9% | +$6.96K | 3.8% | 6 |
|
|
2022
Q3 | $758K | Buy |
3,256
+10
| +0.3% | +$2.33K | 4.26% | 7 |
|
|
2022
Q2 | $834K | Buy |
3,246
+600
| +23% | +$154K | 4.22% | 7 |
|
|
2022
Q1 | $816K | Buy |
2,646
+181
| +7% | +$55.8K | 3.68% | 7 |
|
|
2021
Q4 | $829K | Hold |
2,465
| – | – | 4.08% | 5 |
|
|
2021
Q3 | $695K | Buy |
2,465
+484
| +24% | +$136K | 4.13% | 7 |
|
|
2021
Q2 | $537K | Buy |
1,981
+169
| +9% | +$45.8K | 4.04% | 9 |
|
|
2021
Q1 | $427K | Buy |
1,812
+451
| +33% | +$106K | 4.96% | 10 |
|
|
2020
Q4 | $302K | Buy |
+1,361
| New | +$302K | 6.75% | 7 |
|